UO Sales Transaction Summary report

Why run this report?

  • To identify ALL AR transactions raised against a specific customer or against all customers.
  • To identify paid invoices and unpaid invoices by customer.

When should you run this report?

Report can be run at any time to assist analysis of AR transactions.

How to run this report

Select the following parameters:

uo sales transactions summary

Which outputs are available for this report?

•    Excel - a simple list of data that can be filtered but has no totals.
•    Excel Pivot - designed to make analysis of the data easier, the default layout can be changed once the report has opened in Excel from this output.

Which roles have access to this report?

  • XX Receivables
  • UO Cash Receipting
  • UO Credit Control - Central Team
  • UO Credit Control - Collector
  • UO Receivables Enquiry
  • Fees Administrator Receivables

Contact Us

 : Financial Systems
       Finance Division
       University of Oxford
       23-38 Hythe Bridge Street
       OX1 2ET

 Raise a support call
 : 01865 (2) 84800
 : Contact Financial Systems    

 : Opening hours:
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       Monday - Friday (except Bank
       Holidays, Easter and